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Best Practices for Nimble Templates and Groups

Following these best practices ensures your team stays organized, communicates consistently, and saves time across all email workflows.

Nimble Customer Care avatar
Written by Nimble Customer Care
Updated over a week ago

Template groups in Nimble help to streamline email workflows, maintain consistency, and save time. Keeping templates organized allows your team to focus on what matters most - building relationships and driving results.

Haven’t created groups and templates yet? Learn how in our support articles:

Here are some best practices for making template groups work well for your team:

  • Create Groups That Reflect Your Workflow: Group templates by campaign type, such as LinkedIn outreach, PR outreach, or customer onboarding. Use clear and consistent names for groups so everyone can quickly find the templates they need.

  • Keep Groups Focused and Concise: Don’t overcrowd groups with too many templates. Keep only active, frequently used templates to stay organized and reduce clutter.

  • Share Groups Across Your Team: Make templates accessible to teammates if they need them. Sharing ensures everyone communicates with the same tone and brand consistency.

  • Review and Update Templates: Refresh templates to reflect new campaigns, offers, or branding updates. This keeps your communications current and professional.

  • Use Descriptive Titles: Give each template a clear, descriptive title. This helps team members quickly understand the purpose of each template.

  • Follow Anti-Spam Rules: Ensure all templates comply with anti-spam regulations. Include clear subject lines and provide an easy way for recipients to unsubscribe.

  • Include unsubscribe link in your template: With Nimble’s category-based unsubscribes, make sure you select the correct category for each email to respect your contacts’ preferences and maintain deliverability. Learn more here:

If you have any questions, please write us at care@nimble.com, initiate a chat from this FAQ, or join one of our Nimble Onboarding and Best Practices sessions, held every weekday at 9 AM PT.

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